ca naresh kumar agarwal @nareshkumaraga5
Ca and stock broker since 1986 Kolkata Joined April 2012-
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For lot of investors , this FII selling of India and allocation to other Asian markets like China , Korea , Japan is unusual and unnerving.. in last 15 years , we are used to india being an overweight position.. Also select US funds are aggressively selling. How this can…
Company’s operations follow a seasonal trend, with more revenue coming in the second half for both domestic and overseas markets.
Company’s operations follow a seasonal trend, with more revenue coming in the second half for both domestic and overseas markets. https://t.co/pwxdOkDaI3
In personal Pf have just created a time bomb of earnings growth 1. Stocks with 20%+ Pat growth 2. Peg of less than 1 times 3. Diversified across sectors 4. Patience to wait This is what has served me well across market cycles regardless of narratives
Just bought ₹29,70,152 worth of #MAMATA at 507.28 Reason? RPCI contraction + short-term consolidation If you want to learn how to find such setups, join the lifetime RPCI method group now:👉 cosmofeed.com/vig/688457b13d…
I just invested in Mamata Machinery! Can this techno-funda stock double my money in just 6 months? (a thread) 🧵👇
Industries showing outperformance Auto 2w/3w Microfinance Packaging Films PSU Banks Dairy Mining/Minerals Source - @stockscansin
JP Morgan on Indian CRDMOs - Most players are adding significant capacity and channeling investments towards novel modalities and technologies Divi's Labs Cohance Life Laurus Labs Piramal Pharma Syngene Blue Jet Sai Life Sciences Anthem Biosciences
Motilal on PSU Banks 1⃣ Credit Growth- PSBs outpacing private banks in FY25 loan growth for the first time in the past 15 years (12% vs. 10%) Market Share - Unlike the sharp 200bp annual decline over FY11-21, their market share is now expected to decline only marginally over…
How the Indian AUTO components market is growing
This is massive Hyundai reported 11,000 dealer billings on the first day of the nine-day Navratri festival — its best single-day sales performance in the last five years. #MarutiSuzuki delivered 30000 vehicles with 80000 enquiries Let pessimists be pessimists. I see a two year…
Massive Data centre build out coming in the next few years. Here are f a few companies that can benefit and and by how much Aurionpro Netweb Technologies Sterlite Technologies Rashi Peripherals KRN Heat Exchanger
Arihant Bharat Connect Conference : 💠Rajesh Power 💠Chandan Healthcare 💠SPML Infra 💠Esconet Technologies #rajeshpower #rajesh #chandan #chandanhealthcare #spmlinfra #esconet #bharatconnectconference #arihantcapital
An absolute masterclass. Must see. @DigantHaria @ishmohit1
An absolute masterclass. Must see. @DigantHaria @ishmohit1
Peer Comparison Epack Prefab Technologies vs Pennar Industries vs Interarch Building Solutions vs M & B Engineering vs Everest Industries Credits: SBI Securities
Where is the NBFC upcycle? 1) Housing Finance 2) Vehicle Finance 3) Gold Finance 4) Micro Finance 5) Consumer Finance A deep-dive into 5 sub-segments and 45 NBFCs youtube.com/watch?v=iLNQMo…
We sat down with @ishmohit1 (@soicfinance) to decode the $45B GLP-1 revolution, why people on these drugs hate food, how Novo bought a bottleneck, and what India should watch. This thread unpacks everything, from the physiology to the supply chain to the investment plays 🧵
Astra Microwave - Defence, Aerospace and Space Electronics Powerhouse 🔥 💡 Want more one-pagers like this? Follow 👉 @vishan_khadke [ Trades at FY26 PE - 63x ] 🟩 Technology & Offerings • Designs and manufactures cutting-edge Defence, Aerospace, and Space electronics…
Astra Microwave - Defence, Aerospace and Space Electronics Powerhouse 🔥 💡 Want more one-pagers like this? Follow 👉 @vishan_khadke [ Trades at FY26 PE - 63x ] 🟩 Technology & Offerings • Designs and manufactures cutting-edge Defence, Aerospace, and Space electronics… https://t.co/TwRKSM7y10
🚨 HISTORY BY ABHISHEK SHARMA 🚨 - Abhishek becomes the first Indian to hit a six in the first ball twice in T20I. 😍
A few months back at , we studied a unique auto ancillaries that has been consistently able to outperform the auto growth. A business whose business model who thrives on the concept that, "Its much easier and cheaper for the OEMs to make the cars look innovative that them to be…
Only foolish people on #SocialMedia see the #H1B issue as some sort of silver lining for India There is no silver lining There is no growth in the Indian Outsourcing companies i.e. no jobs in India Most Hi Tech developments are happening in the USA or China In India political…
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High Probability Setu... @Setups_Swing
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𓃬 LuckyInvest 𓄂... @sangeethmt
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783 Followers 120 Following Director @ Goldiam Group & Eco-Friendly Diamonds LLP, Aspiring Investor - Wharton School ‘17
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SOIC Research @ResearchSOIC
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378 Followers 24 Following MBA in Finance✨ Passionate about markets, technology and innovation, Lifelong Learner📚 Building wealth through discipline and informed decisions, #investor.
DIXIT AGGARWAL @Dixitagg
2K Followers 415 Following NISM RESEARCH ANALYST CERTIFIED. Sailor by profession, Investor by Vision. Inspired by Fitness .Tesla. Bitcoin . Indian equities .
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7K Followers 404 Following Passionate about demystifying personal finance and investing. #FinancialFreedom #WealthBuilding #InvestmentStrategy Likes and Retweet’s ≠ Endorsement
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176 Followers 163 Following Long term Investor & Journey to Business Understanding || Passion for Equity investing || Studied Engineering@ MIT PUNE UNIVERSITY
The_Chartist 📈 @thechartist26
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MASCULINE AURA @MasculineA7
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Sohel @SohelBloom
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331 Followers 46 Following You are what you repeatedly do. Excellence then is not an act but a habit........ Live life king size My tweets on financial markets are not trading calls....
𝑻𝒉𝒆 𝑺𝒂... @Shadaya_Knight
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